Aevitas Wealth Management, Inc. Portfolio Holdings

Aevitas Wealth Management, Inc.

  • $169 Million
  • Q4 2022

Aevitas Wealth Management, Inc. has filed its 13F form on January 24, 2023 for Q4 2022 where it was disclosed a total value porftolio of $169 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $19.2M, Microsoft Corp with a value of $8.66M, Apple Inc. with a value of $7.68M, Pimco Enhanced Low Duration Ac with a value of $6.3M, and Exxon Mobil Corp with a value of $6.03M.

Examining the 13F form we can see an increase of $35.9M in the current position value, from $133M to 169M.

Below you can find more details about Aevitas Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
ETFs: $56.8 Billion
Technology: $27.2 Billion
Healthcare: $23.1 Billion
Consumer Defensive: $16 Billion
Industrials: $8.45 Billion
Financial Services: $8.39 Billion
Energy: $7.65 Billion
Consumer Cyclical: $6.66 Billion
Other: $14.7 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.03T
$8.66 Million 5.12% of portfolio
36,091
Q4 2022 Added 0.06%
$3.62T
$7.68 Million 4.55% of portfolio
59,147
Q4 2022 Reduced 5.63%
$487B
$6.03 Million 3.57% of portfolio
54,661
Q4 2022 Added 3.18%
$229B
$5.82 Million 3.45% of portfolio
32,233
Q4 2022 Added 1.49%
$418B
$5.62 Million 3.32% of portfolio
31,787
Q4 2022 Added 0.2%
$587B
$3.09 Million 1.83% of portfolio
10,007
Q4 2022 Reduced 4.3%
$1.9T
$2.92 Million 1.73% of portfolio
34,820
Q4 2022 Reduced 17.57%
$1.05T
$2.76 Million 1.63% of portfolio
31,090
Q4 2022 Added 5.45%
$360B
$2.52 Million 1.49% of portfolio
15,608
Q4 2022 Added 1.21%
$391B
$2.25 Million 1.33% of portfolio
14,836
Q4 2022 Added 0.18%
$215B
$2.09 Million 1.23% of portfolio
7,915
Q4 2022 Added 3.02%
$282B
$2.05 Million 1.21% of portfolio
32,234
Q4 2022 Added 1.28%
$217B
$1.91 Million 1.13% of portfolio
7,157
Q4 2022 Added 0.15%
$477B
$1.61 Million 0.96% of portfolio
4,642
Q4 2022 Reduced 0.09%
$528B
$1.23 Million 0.73% of portfolio
2,323
Q4 2022 Added 0.13%
$233B
$1.21 Million 0.72% of portfolio
13,340
Q4 2022 Added 0.79%
$453B
$628,000 0.37% of portfolio
7,694
Q4 2022 Added 0.2%
$226B
$533,000 0.32% of portfolio
1,635
Q4 2022 Added 0.18%
$474B
$539,000 0.32% of portfolio
2,594
Q4 2022 Added 4.01%
$651B
$462,000 0.27% of portfolio
3,448
Q4 2022 Added 0.29%
$225B
$395,000 0.23% of portfolio
8,294
Q4 2022 Added 0.22%
$331B
$371,000 0.22% of portfolio
2,544
Q4 2022 Reduced 44.04%
$403B
$258,000 0.15% of portfolio
818
Q4 2022 Added 0.37%
$291B
$253,000 0.15% of portfolio
1,914
Q4 2022 Added 15.02%
$387B
$221,000 0.13% of portfolio
486
Q4 2022 Added 0.21%
$259B
$215,000 0.13% of portfolio
1,939
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $169 Million
  • Prior Value $133 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 24, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 10 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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